Finance Codex plugins
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Finance plugins 4
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| Plugin / developer | Category | Follow |
|---|---|---|
FinAnts Financial CoachDAVID ALEJANDRO COLLAZOS TORRESEvidence-based personal financial coaching for authorized FinAnts context. Publisher capabilities · listing Financial coaching guidance Authorized-context interpretation Savings/Goals recognition Priority-based guidance (deficit, debt, goals) Mobile-friendly financial explanations Show in context → |
FinanceVersion 1.1.1 | View details → |
HourProofSequoia Labs LLC Publisher description …date, property, and category filters, check year-to-date hours against their material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructing work performed. Activities logged through ChatGPT are labeled as agent-log… Show in context → |
FinanceVersion 1.0.0 | View details → |
PocketSmith Complete AccessPocketSmith Publisher description …es. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full sec… Show in context → |
FinanceVersion 1.0.0 | View details → |
ZocksZocks Communications, Inc. Publisher description …nt data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning… Show in context → |
FinanceVersion 2.0.0 | View details → |